Principal Financial Group Inc
PFG- 交易所
- Nasdaq
- 產業
- Accident & Health Insurance
- SEC CIK
- 0001126328
近 90 天，Principal Financial Group Inc 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 961 家機構在 13F 申報持有，市值合計 $183.8 億；沒有大師持有。
2021 年第 3 季 13F 持有人
Principal Financial Group Inc 在 2021/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 624
- 較 2021 年第 2 季 +16 家
- 持有股數
- 1.94 億
- 較 2021 年第 2 季 +37.1 萬 (+0.2%)
- 總市值
- $124.8 億
- 較 2021 年第 2 季 +$2.72 億 (+2.2%)
- 新進機構
- 51
- 另有 207 家加碼
- 清倉機構
- 35
- 另有 219 家減碼
另有 7 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 PFG 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 961 | $183.8 億 |
| 2026 年第 1 季 | 914 | $151.8 億 |
| 2025 年第 4 季 | 892 | $141.8 億 |
| 2025 年第 3 季 | 829 | $132.7 億 |
| 2025 年第 2 季 | 814 | $131.7 億 |
| 2025 年第 1 季 | 841 | $141.5 億 |
| 2024 年第 4 季 | 785 | $126.6 億 |
| 2024 年第 3 季 | 786 | $140.9 億 |
| 2024 年第 2 季 | 796 | $129.9 億 |
| 2024 年第 1 季 | 765 | $144.0 億 |
| 2023 年第 4 季 | 757 | $132.2 億 |
| 2023 年第 3 季 | 723 | $123.8 億 |
| 2023 年第 2 季 | 731 | $132.1 億 |
| 2023 年第 1 季 | 745 | $134.4 億 |
| 2022 年第 4 季 | 784 | $155.0 億 |
| 2022 年第 3 季 | 707 | $133.4 億 |
| 2022 年第 2 季 | 691 | $125.9 億 |
| 2022 年第 1 季 | 687 | $137.6 億 |
| 2021 年第 4 季 | 664 | $142.1 億 |
| 2021 年第 3 季 | 624 | $124.8 億 |
| 2021 年第 2 季 | 615 | $122.2 億 |
| 2021 年第 1 季 | 646 | $114.4 億 |
2021 年第 3 季持有機構
每家機構持有 Principal Financial Group Inc 的股數、市值與佔組合比重；股數變化跟 2021 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Carret Asset Management, LLC | 8,449 | $54.4 萬 | 0.06% | −50−0.6% | 減碼 |
| Foster & Motley Inc | 8,491 | $54.7 萬 | 0.05% | +4,830+131.9% | 加碼 |
| Independent Advisor Alliance | 8,702 | $56.0 萬 | 0.03% | +459+5.6% | 加碼 |
| Illinois Municipal Retirement Fund | 8,880 | $57.2 萬 | 0.02% | 00.0% | 不變 |
| Obermeyer Wood Investment Counsel, LLLP | 9,046 | $58.3 萬 | 0.03% | 00.0% | 不變 |
| Chicago Trust Co NA | 9,250 | $59.6 萬 | 0.13% | +250+2.8% | 加碼 |
| First Hawaiian Bank | 9,443 | $60.8 萬 | 0.02% | 00.0% | 不變 |
| Martin Capital Partners, LLC | 9,453 | $60.9 萬 | 0.31% | +104+1.1% | 加碼 |
| Neuberger Berman Group LLC | 12,256 | $62.7 萬 | 0.00% | −3,061−20.0% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,777 | $63.0 萬 | 0.00% | −172−1.7% | 減碼 |
| Colony Group LLC | 9,946 | $64.1 萬 | 0.01% | −973−8.9% | 減碼 |
| Barings LLC | 10,086 | $65.0 萬 | 0.01% | +3,752+59.2% | 加碼 |
| Steward Partners Investment Advisory, LLC | 10,132 | $65.3 萬 | 0.01% | +311+3.2% | 加碼 |
| United Services Automobile Association | 10,204 | $65.7 萬 | 0.01% | 00.0% | 不變 |
| Greenwood Capital Associates LLC | 10,302 | $66.3 萬 | 0.10% | +1,115+12.1% | 加碼 |
| Ausdal Financial Partners, Inc. | 10,423 | $67.1 萬 | 0.10% | −317−3.0% | 減碼 |
| Holderness Investments Co | 10,496 | $67.6 萬 | 0.22% | +135+1.3% | 加碼 |
| Acropolis Investment Management, LLC | 10,714 | $68.8 萬 | 0.08% | +846+8.6% | 加碼 |
| Cetera Advisor Networks LLC | 10,766 | $69.3 萬 | 0.01% | −107−1.0% | 減碼 |
| Mariner, LLC | 10,977 | $70.7 萬 | 0.00% | +711+6.9% | 加碼 |
| Thrivent Financial for Lutherans | 10,989 | $70.8 萬 | 0.00% | −102−0.9% | 減碼 |
| Legg Mason Asset Management (Japan) Co., Ltd. | 11,001 | $70.8 萬 | 0.82% | +600+5.8% | 加碼 |
| McDonald Partners LLC | 11,126 | $71.7 萬 | 0.17% | 00.0% | 不變 |
| Natixis | 11,167 | $71.9 萬 | 0.00% | −722−6.1% | 減碼 |
| Everence Capital Management Inc | 11,170 | $71.9 萬 | 0.06% | 00.0% | 不變 |
| Toroso Investments, LLC | 11,160 | $71.9 萬 | 0.03% | +2,314+26.2% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 11,337 | $73.0 萬 | 0.01% | −150−1.3% | 減碼 |
| WBI Investments | 11,501 | $74.0 萬 | 0.12% | −59,046−83.7% | 減碼 |
| HighTower Advisors, LLC | 11,565 | $74.9 萬 | 0.00% | +1,073+10.2% | 加碼 |
| Kestra Advisory Services, LLC | 11,900 | $76.6 萬 | 0.01% | +2,977+33.4% | 加碼 |
| Northwestern Mutual Wealth Management Co | 11,925 | $76.9 萬 | 0.00% | +236+2.0% | 加碼 |
| Advisor Partners LLC | 11,954 | $77.1 萬 | 0.05% | −184−1.5% | 減碼 |
| Truist Financial Corp | 11,967 | $77.1 萬 | 0.00% | +2,062+20.8% | 加碼 |
| E. Ohman J:or Asset Management AB | 12,300 | $79.2 萬 | 0.02% | 00.0% | 不變 |
| Ossiam | 12,383 | $79.7 萬 | 0.02% | +2,835+29.7% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 12,551 | $80.8 萬 | 0.29% | −331−2.6% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 12,741 | $82.0 萬 | 0.05% | 00.0% | 不變 |
| Xponance, Inc. | 12,890 | $83.0 萬 | 0.02% | −1,484−10.3% | 減碼 |
| Sompo Asset Management Co., Ltd. | 13,250 | $85.3 萬 | 0.20% | −3,050−18.7% | 減碼 |
| GWM Advisors LLC | 13,848 | $89.2 萬 | 0.02% | +1,501+12.2% | 加碼 |
| Sageworth Trust Co | 13,904 | $89.5 萬 | 0.07% | 00.0% | 不變 |
| Pacer Advisors, Inc. | 14,304 | $92.1 萬 | 0.01% | −1,805−11.2% | 減碼 |
| Ergoteles LLC | 14,370 | $92.5 萬 | 0.03% | −62,317−81.3% | 減碼 |
| Adams Wealth Management | 14,360 | $92.5 萬 | 0.36% | −1,825−11.3% | 減碼 |
| Kentucky Retirement Systems | 14,372 | $92.6 萬 | 0.04% | −359−2.4% | 減碼 |
| Nordea Investment Management AB | 14,141 | $92.9 萬 | 0.00% | 00.0% | 不變 |
| Plimoth Trust Co LLC | 14,943 | $96.3 萬 | 0.27% | −80−0.5% | 減碼 |
| Captrust Financial Advisors | 14,953 | $96.3 萬 | 0.01% | +586+4.1% | 加碼 |
| Daiwa Securities Group Inc. | 15,148 | $97.6 萬 | 0.01% | +559+3.8% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 15,270 | $98.3 萬 | 0.05% | −95−0.6% | 減碼 |
| Foster Group, Inc. | 15,341 | $98.8 萬 | 0.10% | +10+0.1% | 加碼 |
| Louisiana State Employees Retirement System | 15,500 | $99.8 萬 | 0.02% | −300−1.9% | 減碼 |
| Panagora Asset Management Inc | 15,519 | $99.9 萬 | 0.01% | 00.0% | 不變 |
| PSI Advisors, LLC | 15,527 | $100.0 萬 | 0.46% | 00.0% | 不變 |
| M&T Bank Corp | 15,646 | $100.8 萬 | 0.00% | +2,665+20.5% | 加碼 |
| Zurich Insurance Group Ltd | 15,700 | $101.1 萬 | 0.01% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 15,946 | $102.7 萬 | 0.01% | −5,769−26.6% | 減碼 |
| Trilogy Capital Inc. | 15,964 | $102.8 萬 | 0.08% | +53+0.3% | 加碼 |
| Creative Planning | 16,525 | $106.4 萬 | 0.00% | +1,118+7.3% | 加碼 |
| Franklin Resources Inc | 16,525 | $106.4 萬 | 0.00% | +4,586+38.4% | 加碼 |
| New Mexico Educational Retirement Board | 16,554 | $106.6 萬 | 0.04% | −400−2.4% | 減碼 |
| Enterprise Financial Services Corp | 16,858 | $108.6 萬 | 0.14% | +16,685+9,644.5% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,042 | $109.8 萬 | 0.06% | −3,964−18.9% | 減碼 |
| South Dakota Investment Council | 17,287 | $111.3 萬 | 0.02% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 17,688 | $113.9 萬 | 0.00% | +1,851+11.7% | 加碼 |
| D.A. Davidson & Co. | 17,747 | $114.3 萬 | 0.01% | −516−2.8% | 減碼 |
| Veritable, L.P. | 17,822 | $114.8 萬 | 0.02% | +2,353+15.2% | 加碼 |
| Resources Investment Advisors, LLC. | 17,992 | $115.9 萬 | 0.05% | −342−1.9% | 減碼 |
| Seven Eight Capital, LP | 18,310 | $117.9 萬 | 0.11% | +3,800+26.2% | 加碼 |
| Community Capital Management, Inc. | 18,400 | $118.5 萬 | 1.23% | +1,400+8.2% | 加碼 |
| Dynamic Technology Lab Private Ltd | 18,960 | $122.1 萬 | 0.15% | +18,960 | 新進 |
| Elo Mutual Pension Insurance Co | 19,298 | $124.3 萬 | 0.04% | 00.0% | 不變 |
| Rockland Trust Co | 19,343 | $124.6 萬 | 0.09% | −22−0.1% | 減碼 |
| Ethic Inc. | 19,647 | $126.5 萬 | 0.13% | +2,662+15.7% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 19,750 | $127.2 萬 | 0.01% | 00.0% | 不變 |
| Mork Capital Management, LLC | 20,500 | $132.0 萬 | 1.13% | 00.0% | 不變 |
| Burney Co | 20,557 | $132.4 萬 | 0.06% | −797−3.7% | 減碼 |
| Securian Asset Management, Inc | 20,753 | $133.6 萬 | 0.03% | −534−2.5% | 減碼 |
| Achmea Investment Management B.V. | 20,796 | $134.0 萬 | 0.04% | +504+2.5% | 加碼 |
| AlphaCrest Capital Management LLC | 21,051 | $135.6 萬 | 0.07% | −5,305−20.1% | 減碼 |
| Maryland State Retirement & Pension System | 20,776 | $135.9 萬 | 0.04% | 00.0% | 不變 |
| Vident Investment Advisory, LLC | 21,587 | $139.0 萬 | 0.04% | +1,790+9.0% | 加碼 |
| Cypress Capital, LLC | 21,848 | $140.7 萬 | 0.18% | +21,848 | 新進 |
| Twin Capital Management Inc | 21,985 | $141.6 萬 | 0.15% | −3,400−13.4% | 減碼 |
| ExodusPoint Capital Management, LP | 22,109 | $142.4 萬 | 0.02% | +22,109 | 新進 |
| American Century Companies Inc | 22,209 | $143.0 萬 | 0.00% | −4,702−17.5% | 減碼 |
| ING Groep NV | 22,473 | $144.7 萬 | 0.02% | +179+0.8% | 加碼 |
| Westpac Banking Corp | 22,728 | $146.4 萬 | 0.02% | −1,945−7.9% | 減碼 |
| First Republic Investment Management, Inc. | 23,255 | $149.8 萬 | 0.00% | +5,137+28.4% | 加碼 |
| Paloma Partners Management Co | 23,711 | $152.8 萬 | 0.07% | +16,880+247.1% | 加碼 |
| CIBC Asset Management Inc | 24,160 | $155.6 萬 | 0.01% | +540+2.3% | 加碼 |
| Mackenzie Financial Corp | 24,207 | $155.9 萬 | 0.00% | +5,128+26.9% | 加碼 |
| Montag A & Associates Inc | 24,662 | $158.8 萬 | 0.09% | −500−2.0% | 減碼 |
| Hohimer Wealth Management, LLC | 25,419 | $163.7 萬 | 0.34% | 00.0% | 不變 |
| PGGM Investments | 25,853 | $166.5 萬 | 0.01% | +22,995+804.6% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 26,036 | $167.7 萬 | 0.00% | +1,880+7.8% | 加碼 |
| Premier Asset Management LLC | 26,320 | $169.5 萬 | 0.23% | +8,485+47.6% | 加碼 |
| Candriam Luxembourg S.C.A. | 26,695 | $171.9 萬 | 0.01% | −1,788−6.3% | 減碼 |
| HRT Financial LP | 26,720 | $172.0 萬 | 0.01% | +26,720 | 新進 |
| Oppenheimer Asset Management Inc. | 26,793 | $172.5 萬 | 0.02% | −147−0.5% | 減碼 |